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Latest news with #ClockwiseCapital
CNBC
04-08-2025
- Business
- CNBC
Palantir's a position you have to own but at a smaller size, says Clockwise Capital's James Cakmak
James Cakmak, Clockwise Capital, and Sarat Sethi, DCLA, join 'Power Lunch' to discuss Palantir's upcoming earnings results, if the company's valuation is too far ahead of itself and much more.
CNBC
08-07-2025
- Business
- CNBC
Amazon is one of the few megacaps we like, says Clockwise's James Cakmak
James Cakmak, Clockwise Capital CIO, joins 'The Exchange' to discuss the Big Tech sector, winners in the tech space outside of the big names and Amazon's Prime Day.
CNBC
23-05-2025
- Business
- CNBC
Sold out of our entire Apple position as tariffs are no-win scenario, says Clockwise's James Cakmak
Daniel Newman, The Futurum Group CEO, and James Cakmak, Clockwise Capital CIO, join 'Power Lunch' to discuss Trump's tariff threats on Apple, if the market reaction is overdone and much more.
